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Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by Planning Alternatives

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) shares owned by Planning Alternatives from 13F filings

Historical chart of Planning Alternatives investment in Invesco Exchng Traded Fd Tr s&p 500 momntm

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 momntm held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 momntm by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $73M 599k 121.06
2025-06-30 $67M 593k 112.47
2025-03-31 $33M 357k 92.53

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)

View all positions for Planning Alternatives

Top funds holding Invesco Exchng Traded Fd Tr s&p 500 momntm

LPL Financial
Envestnet Asset Management
Mainstay Capital Management
CWM
Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Money Concepts Capital Corp
Wells Fargo & Company
Clark Capital Management Group
Alpine Bank Wealth Management
Cambridge Investment Research Advisors

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 momntm